You want to use the spreadsheet to keep all your contacts in one place. A good way to know if you are handling it right is to simply ask yourself, 'Would this person be shocked or annoyed to have received an email from me?' This usually covers your bases. When adding people to this list, don’t over-analyze it. These people should have “opted-in” in some way. One thing to keep in mind when putting your list together is to make sure that the people you add are people who will want to hear from you. Most good salespeople will have a good start on a list. Speak to your sales team about any lists they may have in their possession as well. These are people who have clearly “opted in” to your services, and you can likely find their contact information rather quickly.

Start with your current and past customers. The Best Way to Organize Contacts in Excel The header row allows you to categorize your data in the cells below. This is the first row and typically is row #1. The most important row for organizing data is most commonly referred to as the “header row”. Rows are the vertical collections, and columns are the horizontal ones. Rows and columns are nothing more than a way of looking at data in cells. They can contain numbers, text, or really anything. The CSV format is what most email marketing databases prefer when importing your marketing list.Ī basic spreadsheet consists of cells, rows and columnsĬells are the building block of a spreadsheet.

If you do not have Microsoft Office or Apple iWork installed on your computer, you can create a spreadsheet for free in Google Docs that can be exported to Excel format or the CSV format. The most common spreadsheet programs are: Few applications can bridge more gaps than the spreadsheet. But what is the best way to move data from one place to another? Many people keep these lists in Microsoft Word. Address books, notepads, email lists, and CRM software all can do it. Keeping track of your contact database is not altogether difficult for any individual. Growing and cultivating this list is one of the most important things you can do to positively impact your business. The biggest asset you have, as a business owner and marketer, is your contact list.

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